Ideas for Intelligent Investing

BYD Research Highlights

Recently a second video of Li Lu at Columbia in 2010 surfaced on the Internet. After watching the video, it became clear to me that Lu believes the BYD story has a long way to go. Lu is a large shareholder. The stock trades on the Honk Kong exchange as 1211 and can also be purchased in the U.S. as BYDDF and BYDDY. The first is a single share, the latter 10 shares.

For my internet-based research, I am using a bookmarking tool called Diigo which allows me to highlight and bookmark documents. I can also tag documents and organize them. So far, I am finding it a useful tool. (Check it out.)

As most of you are aware, Berkshire Hathaway made a substantial investment in BYD in 2008. Here is a good summary article from Fortune if you want to get up to speed before diving into to the research documents.

In all, there are 37 documents. After reading them, you will have a good feel for what the company is doing.

I hope you find these useful, if you are interested in the company. I would very much appreciate your feedback so I know if you would like to see this information for future companies that I am researching.

Quoting Lu, “BYD has not one but three opportunities to change the world–with its electric cars, its rooftop solar panels with battery storage and with large-scale batteries that could be used by electric utilities to store solar or wind power.”

I plan to write more about BYD as I research the company and analyze their financials.

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